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Erik Christopher Evans

Goal Quest Advisors, LLC

Berwyn, PA

CRD 5890364

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Employer firm

Goal Quest Advisors, LLC CRD 159361

$109M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Goal Quest Advisors, Llc

1000 Westlakes Drive Suite 130, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-02-28
  • PA RA
    APPROVED
    Since 2012-02-28

Branch Locations

1000 Westlakes Drive Suite 130, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goalqueste, Llc Newtown Square PA 09/2011 Present
  • 09/2011 → Present
    Goalqueste, Llc
    Newtown Square, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-22
  • S65 Uniform Investment Adviser Law Examination
    2009-01-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ELLIS INVESTMENT PARTNERS, LLC
GREAT VALLEY ADVISOR GROUP, LLC
CREATIVE PLANNING

Nearby Investors

Nicholas Woo-Hsiung Sun
JENNIFER ANN GARRETT
CHRISTIAN GRUDE

Nearby Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

More in Berwyn, PA

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